CIK: 0001822587
申報總市值
US$7.5億
僅顯示前 200 大持股（共 1106 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 16.67% | — | +4.19% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.75% | — | +7.96% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 10.00% | -0.68% | +7.06% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.52% | — | +7.48% | |
| 5 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 5.74% | -0.02% | +6.44% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.95% | -0.45% | +6.60% | |
| 7 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 3.72% | -0.21% | +12.57% | |
| 8 | USTB | Victoryshares Short-term Bon | ETF-其他 | 3.63% | +0.03% | +3.16% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 3.55% | -0.05% | +3.46% | |
| 10 | FTLS | First Trust Long/short Eqty | ETF-其他 | 3.02% | -0.12% | +7.75% | |
| 11 | FEMS | First Trust Emerging Markets | ETF-新興市場 | 2.97% | — | +9.58% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.71% | — | +7.64% | |
| 13 | REZ | Ishars Res And Multi Reales | ETF-其他 | 2.68% | +0.16% | +11.64% | |
| 14 | FXZ | First Trust Materials Alphad | ETF-其他 | 2.42% | — | +10.68% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.60% | -0.92% | +5.31% | |
| 16 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.05% | — | +6.93% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.95% | +0.03% | -6.76% | |
| 18 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.71% | — | +6.46% | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.62% | — | -2.66% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.44% | +0.48% | -40.58% | |
| 21 | AXP | American Express Co | 股票-金融 | 0.36% | — | -4.03% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.35% | — | +0.18% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.34% | — | +0.22% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | — | -7.68% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.32% | — | -1.02% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.31% | — | -1.17% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.27% | — | -19.10% | |
| 28 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.27% | — | -46.83% | |
| 29 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.25% | — | +1.75% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.24% | +0.14% | -39.14% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | — | +11.80% | |
| 32 | MCO | Moody's CORP | 股票-金融 | 0.21% | — | -6.70% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.19% | — | -1.11% | |
| 34 | PSN | Parsons CORP | 股票-科技 | 0.19% | — | — | |
| 35 | SEIX | Virtus Seix Senior Loan ETF | ETF-其他 | 0.18% | — | -1.75% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.18% | — | +3.04% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.17% | — | -8.45% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.15% | — | -24.66% | |
| 39 | LIN | Linde plc | 股票-原物料 | 0.15% | — | -1.59% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.15% | — | +0.10% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.15% | — | -23.04% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.14% | — | -28.49% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | — | +37.84% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.13% | +0.39% | -31.53% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.13% | — | -4.41% | |
| 46 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.13% | — | +158125.00% | |
| 47 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.12% | — | -2.61% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.11% | — | -9.46% | |
| 49 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.11% | — | -42.89% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.11% | — | +1.47% |